1-800-361-1720 1100 Via Callejon, Suite A, San Clemente, CA 92673All Surety Bonds. All States. All Credit.

   

Tax Preparer Errors & Omissions Application  taxpreparer.jpg

Secure Web Application
A credit card is required for on line processing and a 6% service fee will be charged
Use the print / mail form and send with your check to avoid a fee

See Rates Below


Applicant:
Address (include any branch location):
Street Address:
City:
State:
Zip Code:
Business Phone:
Business Fax:
Email Address:
We will email your new bond directly to this email address upon request, usually within 1 business day.
Mark all that apply:
 CPA
 Enrolled Agent (discount applies*)
 Financial Planner
 Attorney
 Accountant
 Independent Practitioner
'Discounts Not Available in Hawaii or Tennessee
Comments
Credit Card Name:
Total Number of Owners and Employees (include part-time):
Credit Card Billing Address: (If different from above)
Number of Offices :
Amount of coverage requested:
 $5,000
 $10,000
 $25,000
 $50,000
 $100,000
Street Address
City:
Have you sustained any prior losses?
 Yes
 No
State:
Please provide the amount. details and insurance claim status of any prior losses in the comments box below.
Zip:
Do you currently carry errors and omissions insurance?
 Yes
 No
VISA or Master Card Account Number
Number of years of experience preparing tax returns?
Expiration Date:
What types of returns does your firm prepare?
 Personal
 Commercial
3 Digit Security Code
Have you and your other supervisors attended a continuing education course in the last year?
 Yes
 No
For Appointed Brokers*
If so. are they required reading for all preparers?
 Yes
 No
Broker Code
Does your firm utilize an outside tax preparation service?
 Yes
 No
Broker Name
Does your firm subscribe to a tax reporter service type publication?
 Yes
 No
*need filled in to receive commission
Does your firm regularly check the accuracy of computer software?
 Yes
 No
If yes, does the service hold you harmless for liability that may be incurred as a result of their performance?
 Yes
 No
Is there a review of all tax preparation by a supervisor who is not involved in that preparation prior to releasing the return?
 Yes
 No
Have you or any member of your firm been subject to a tax preparer's fine(s) or penalized by the Internal Revenue Service, or to disciplinary action by any state board of accountancy, AICPA. or state society?
 Yes
 No
If yes. please list the dates, dollar amounts, and other specifics in Comment Box Below.
Has your firm had a peer review under the sponsorship of the AICPA. a state society. or any other professional association, in the last three (3) years?
 Yes
 No
If yes, were any deficiencies found regarding tax preparation? If so, what steps have been taken to prevent recurrence? Please respond in comment box below.
Are you a member of a tax preparer's association?
 Yes
 No
If yes. please specify which one.
Do you want optional bookkeeping coverage?
 Yes
 No
What percentage of your business is bookkeeping?
Policy includes one year complimentary retroactive coverage. Do you want to purchase a second year?
 Yes
 No
The applicant hereby warrants that, to the best of his/her/its knowledge, no facts currently exist which could reasonably give rise to a claim against this policy.
 Yes
Captcha Code

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TAX PREPARERS ERRORS & OMISSIONS INSURANCE

RATES (ANNUAL PREMIUM) 

 

 

 

$10,000single/
$20,000 aggregate

 $25,000/$50,000

 $50,000/$100,000

 $100,000/$200,000

# Employees

AL, AR, AZ, CA, CO, CT, DC,DE, GA, IA, ID, IL, IN, KS, KY,MA, MD, MI, MN, MO, MS,MT, NC, ND, NE, NJ, NM, NV,OH, OK, OR, PA, RI, SC, SD,TN, TX, UT, VT, WA, WI, WV,WY

1— 3

$182

$363

$556

$737

4

$226

$451

$686

$909

5

$270

$539

$817

$1086

6

$314

$627

$947

$1260

7

$358

$715

$1078

$1434

8

$402

$803

$1209

$1608

Each Add'l  Emp over 8

$44

$88

$131

$174

HI

 

1-3

$210

$409

$608

$806

4

$257

$503

$748

$996

5

$304

$597

$888

$1,186

6

$351

$691

$1,028

$1,376

7

$398

$785

$1,168

$1,566

8

$445

$879

$1,308

$1,756

Each Add'I Emp. over 8

$47

$94

$140

$190

TAX PREPARERS' ERRORS & OMISSIONS DISCOUNTS*

 

Enrolled Agent

0.9 factor

Tax Preparer
Association
Member

0.9 factor 

Enrolled Agent and Association Member

0.85 factor 

'Discounts not available in Hawaii or Tennessee

TAX PREPARERS' ERRORS & OMISSIONS - ADDITIONAL COVERAGE OPTIONS
 

 

$10,000 single/
$20,000 aggregate

$25,000/$50,000

$50,000/$100,000

$100,000/$200,000

1 Year Retroactive

complimentary complimentary complimentary complimentary

2 Year Retroactive

$125 $250 $375 $500
Extended Reporting 0.5 factor  0.5 factor 0.5 factor 0.5 factor

Bookkeeping    1-10%            1.15 factor
                        11-25%          1.25 factor
                        25%+             1.33 factor

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